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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,512 | $68,097-12.6% | $62,929-5.4% | $137,256-56.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.28% | 1859.11%-1847.8pp | 1063.93%-1052.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,402 | $2,811+21.0% | $2,505+35.8% | $4,156-18.1% |
| Participant deferral / active EE | $3,514 | $4,553-22.8% | $3,888-9.6% | $6,407-45.2% |
| Admin fee / account holder | $2,733 | $6,521-58.1% | $5,065-46.0% | $12,270-77.7% |